American Federation of State County AND MUNICIPAL EMPLOYEES LOCAL 3299

EIN: 943306474

OAKLAND, CA

Total Revenue
$21,649,288
Total Expenses
$21,192,177
Total Assets
$31,453,875
Net Assets
$24,367,883
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
CA
Principal Officer
KATHRYN LYBARGER
Phone
5108441160
Tax Period
2023-01-01 to 2023-12-31

American Federation of State County AND MUNICIPAL EMPLOYEES LOCAL 3299, founded in 1998, is a mid-sized nonprofit that reported $21.6M in total revenue in fiscal year 2023.

Mission

TO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.

Program Service Accomplishments

Program 1

REPRESENTED APPROXIMATELY 31,000 WORKERS OF UNIVERSITY OF CALIFORNIA ACROSS THE STATE, INCLUDING TEN CAMPUSES AND FIVE MEDICAL CENTERS, TO SOLVE PROBLEMS ON JOBS AND MAKE THE UNIVERSITY OF CALIFORNIA...

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REPRESENTED APPROXIMATELY 31,000 WORKERS OF UNIVERSITY OF CALIFORNIA ACROSS THE STATE, INCLUDING TEN CAMPUSES AND FIVE MEDICAL CENTERS, TO SOLVE PROBLEMS ON JOBS AND MAKE THE UNIVERSITY OF CALIFORNIA A BETTER PLACE TO WORK.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $21,513,149
Investment Income $132,959
Other Revenue $3,180
TOTAL REVENUE $21,649,288

Expense Breakdown

Grants Paid $3,230,825
Salaries & Benefits $11,582,000
Fundraising Expenses $0
Other Expenses $6,379,352
TOTAL EXPENSES $21,192,177

Year-over-Year Comparison

2023 2022 Change
Revenue $21,649,288 $20,184,566 +0.1%
Expenses $21,192,177 $16,939,420 +0.3%
Net Income $457,111 $3,245,146 -0.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
42
Independent Members
37
Employees
194
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$189,669
Total Directors
48
$291,842
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Elizabeth Perlman Executive Director 40.0
Highest
$190,979 $68,804 $259,783
Seth Newton Patel Deputy Director of Strategy 40.0
Highest
$166,407 $64,340 $230,747
Marisa Salgado Field Director 40.0
Highest
$153,710 $57,688 $211,398
Ching Lee Deputy Director Growth & Orga 40.0
Highest
$166,345 $43,014 $209,359
FOLA SAWYERR CONTROLLER 40.0
Highest
$161,941 $40,502 $202,443
Michael Avant VICE PRESIDENT/E-board Member 10.0
Officer Director
$73,793 $0 $73,793
Monica Deleon Secretary-Treasurer 10.0
Officer Director
$63,796 $0 $63,796
Kathryn Lybarger President/E-Board Member 10.0
Officer Director
$47,280 $0 $47,280
Jose Gallardo E-Board Member 4.0
Director
$14,450 $0 $14,450
Jesus Hernandez E-Board Member 4.0
Director
$13,022 $0 $13,022
Andrew Martinez E-Board Member 4.0
Director
$5,412 $0 $5,412
Serafin Zamora E-Board Member 4.0
Director
$4,460 $0 $4,460
Francisco O Garcia E-Board Member 4.0
Director
$3,972 $0 $3,972
MARIA SANDOVAL E-Board Member 4.0
Director
$3,304 $0 $3,304
Davina Woods E-Board Member 4.0
Director
$3,139 $0 $3,139
Agnes Suarez Recording Secretary/E-Board 4.0
Director
$3,019 $0 $3,019
NORA ALVAREZ E-Board Member - PAST 4.0
Director
$2,697 $0 $2,697
Katharine Mason E-Board Member 4.0
Director
$2,400 $0 $2,400
Kevin Parks E-Board Member 4.0
Director
$2,400 $0 $2,400
Teresa Ramos E-Board Member - PAST 4.0
Director
$2,400 $0 $2,400
Monica Martinez Patient Care Unit VP/E-BOARD 6.0
Officer Director
$2,400 $0 $2,400
Rosa Avalos E-Board Member 4.0
Director
$2,400 $0 $2,400
Denise Barnes E-Board Member 4.0
Director
$2,400 $0 $2,400
Oralia Palma E-Board Member 4.0
Director
$2,400 $0 $2,400
Enrique Rosas Service VP/E-Board Member 4.0
Officer Director
$2,400 $0 $2,400
Linda Scott E-Board Member 4.0
Director
$2,400 $0 $2,400
Susan Williams E-Board Member 4.0
Director
$2,400 $0 $2,400
Ruth Zolayvar E-Board Member 4.0
Director
$2,400 $0 $2,400
Kathreen Bedford E-Board Member 4.0
Director
$2,400 $0 $2,400
AGNES CASTRO E-Board Member 4.0
Director
$2,400 $0 $2,400
JAMES CLARK E-Board Member 4.0
Director
$2,400 $0 $2,400
KENNARD HARRIS E-Board Member - PAST 4.0
Director
$2,400 $0 $2,400
Christina Banuelos E-Board Member 4.0
Director
$2,400 $0 $2,400
Rosemarie Fejerang E-Board Member - Past 4.0
Director
$2,200 $0 $2,200
BLANCA CENTENO E-Board Member - PAST 4.0
Director
$2,200 $0 $2,200
Jacob Creer E-Board Member 4.0
Director
$1,876 $0 $1,876
Michael Lawrence E-Board Member 4.0
Director
$1,200 $0 $1,200
Leticia Loza E-Board Member 4.0
Director
$1,167 $0 $1,167
Rodney Enis E-Board Member 4.0
Director
$1,000 $0 $1,000
Elrika Aritonang E-Board Member 4.0
Director
$965 $0 $965
Elisa Escamilla E-Board Member 4.0
Director
$955 $0 $955
Darwin I Beleton Arriaza E-Board Member - Past 4.0
Director
$800 $0 $800
Michael Ammons E-Board Member 4.0
Director
$469 $0 $469
Rosalba Montoya Executive Board 4.0
Director
$466 $0 $466
Edmar Duenas E-Board Member 4.0
Director
$200 $0 $200
Carmen Lee E-Board Member 4.0
Director
$200 $0 $200
Aaron Metcalf E-Board Member 4.0
Director
$200 $0 $200
Fernando Serrato E-Board Member 4.0
Director
$200 $0 $200
Miguel Alvarez E-Board Member 4.0
Director
$200 $0 $200
Joyce Atoigue E-Board Member 4.0
Director
$200 $0 $200
Natisha Booker E-Board Member 4.0
Director
$200 $0 $200
Te'ondra Browne E-Board Member 4.0
Director
$200 $0 $200
Debra Gutierrez Executive Board 4.0
Director
$200 $0 $200
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $21,649,288 $21,192,177 $31,453,875 $457,111
2022 $20,184,566 $16,939,420 $27,476,042 $3,245,146
2021 $18,501,735 $14,797,672 $23,635,820 $3,704,063
2020 $18,969,074 $13,362,834 $20,687,705 $5,606,240
2019 $17,717,445 $14,951,607 $15,788,760 $2,765,838
2018 $18,475,228 $18,840,212 $11,233,420 $-364,984
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